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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,410 | $81,208-73.6% | $98,920-78.4% | $79,856-73.2% |
| Participation rate | 72.6% | 72.5%+0.1pp | 76.0%-3.4pp | 69.6%+3.0pp |
| Annual return | 5.21% | 60.99%-55.8pp | 196.47%-191.3pp | 31.71%-26.5pp |
| Employer contribution / active EE | $1,187 | $1,960-39.4% | $2,689-55.9% | $2,471-52.0% |
| Participant deferral / active EE | $1,274 | $3,265-61.0% | $4,245-70.0% | $3,741-65.9% |
| Admin fee / account holder | $373 | $6,013-93.8% | $6,643-94.4% | $5,306-93.0% |